Setting up your workspace

New workspace? Start with the Owner-only Getting Started page, then configure the parts of Clockspot that match how your business tracks time.

1. Finish Getting Started

Only Owners see Getting Started. For a standard workspace, its progress tracker covers three requirements:

• Your details - save your name, business name, time zone, country, and state or region when required.
• Employees - press Invite employees and invite at least one person as an Employee. Inviting only an Administrator does not finish this step.
• Add a payment method - add a card before the trial ends to keep Clockspot active. Billing appears separately below Workspace setup, under Before your trial ends or Trial ended.

Complimentary workspaces show No payment method required and finish after the first two requirements. The current setup step opens automatically; saved steps collapse so the next action stays clear.

When every required item is done, the page shows Setup complete and Your workspace is ready to use. Press Hide Getting Started if you no longer need it. After you confirm, it leaves the sidebar. You can restore it from Hidden menu items in your account menu.

2. Set your time tracking rules

Before the first pay period closes, review Settings. Use Workweek for the Workweek start day, Overtime Rules for overtime rules, and Time Entry Rules for Round clock times.

Use Company Profile for the workspace name, time zone, and address details that appear across the account.

3. Complete employee setup

Invite people on Employees. For each person, decide whether they count as an Employee and whether their access level is No administrative access, Administrator, or Owner. Then set their pay on Employee Pay with the pay type, hourly rate when applicable, pay schedule, exemption status, and effective date that Payroll Summary needs later.

4. Set up what they clock against

• Create Jobs for the work employees select.
• Define Work Sites for physical places, link them to jobs when useful, and add GPS areas when those places should verify clock events.
• Add recognized internet connections or browsers in Clock-in Verification when you want those records to verify clock-ins.
• Add Work Checklists when employees should record structured answers or photos while closing out a shift.

5. Choose how people clock in

Use Set up employee clocking to choose employee accounts, a shared kiosk, phone clocking, or a combination. The guide also covers the basic time-entry rules, location restrictions, and a complete test before rollout.

6. Set up time off

Define your time off types and how each one accrues — how accruals work explains the methods.

7. Decide how timesheets get approved

Review how approvals work and how employees submit their timesheets, so everyone knows the routine before the first pay period closes.